"With Windows 10 on its last legs, Intel is looking forward to the PC industry growing more than it has in years - the most since 2021, when the covid-19 pandemic revived the industry by creating a huge surge in demand. But it seems the struggling Intel, which just received lifelines from Nvidia, Softbank, and the US government, isn't fully ready to take advantage and is prioritizing AI instead."
"Today on the company's Q3 2025 earnings call, where Intel saw its first profit in nearly two years due primarily to those lifelines, CEO Lip-Bu Tan and CFO David Zinsner explained how the company doesn't yet have the chips. It's currently seeing shortages that it expects to peak in the first quarter of next year - in the meantime, leaders say they're going to prioritize AI server chips over some consumer processors as it deals with supply and demand."
Windows 10's end is expected to drive notable PC industry growth, the strongest since the covid-19 surge in 2021. Intel returned to profit for the first time in nearly two years after receiving lifelines from Nvidia, Softbank, and the US government. The company is currently experiencing chip shortages that it expects to peak in the first quarter of next year. To manage constrained capacity, Intel will prioritize AI server chips over some entry-level client processors, forecasting modest declines in client computing shipments and strong growth in data center and AI segments. Intel plans annual AI GPU releases.
Read at The Verge
Unable to calculate read time
Collection
[
|
...
]